SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Northwest Financial Advisors's Holding History (CIK: 0002010635)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 408 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 529 Value ($000) $327 Avg Close — Range —
Q1 2025
Shares 2,209 Value ($000) $1,236 Avg Close — Range —
Q4 2024
Shares 746 Value ($000) $437 Avg Close — Range —
Q3 2024
Shares 745 Value ($000) $428 Avg Close — Range —
Q2 2024
Shares 717 Value ($000) $390 Avg Close — Range —
Q1 2024
Shares 732 Value ($000) $383 Avg Close — Range —
Q4 2023
Shares 586 Value ($000) $279 Avg Close — Range —